My parents were entrepreneurs and they worked really hard to give me every advantage.
They spent their time working to give me a better life or shuttling me to math tutoring, computer science camp or tennis practice.
We never had time to talk about money.
In fact, we never talked about money.
I have since come to realize that I am not alone in the topic of money. Most families never talk about money, apart from the usual things that parents tell their kids:
- "Money doesn't grow on trees"
- "Do you know hard your parents work to put food on the table?"
- "You will follow my rules while you live in my house..."
Since I left home when I was 16, I had to learn all the "money stuff" on my own.
I had to learn it the hard way.
Here is what I have done on my journey:
- Dumpster dive for food
- Built businesses in college
- Silicon Valley startups
- Got an MBA from Vanderbilt
- Worked on Wall Street with Goldman Sachs
- Worked with the #1 Swiss private bank Credit Suisse
- Angel investments on 13+ companies
- Was CEO, COO, President and CFO across businesses
- 5 exits in last 19 years across industries
- Failed many times, screwed up many times
- Lost a bunch of money
- Made a bunch of money
- And now I am trying to share all my learnings with you
And over the last 5 years, I have started to organize my learnings, my mistakes, and my modest successes.
That's why I am putting this course together to show you what I have learned so that you can compress decades of learning, mistakes, and insights and instantly implement what you wish you had been taught growing up.
I have codified 11 personal finance secrets that the most successful entrepreneurs have installed into their lives, which not only allows them financial freedom but more importantly it gives them the multiplier effect.
That is why I am specifically calling this course:
The Money Multiplier System
The 11 personal finance secrets of the most successful entrepreneurs in the world.
1. Personal Finance Infrastructure
2. Everything about Cash
3. Tax Advantages
4. Smart Investing
5. The Lucky Penny Principle
6. Risk Management
7. Money Psychology
8. Credit, Debt and Leverage
9. Money on Autopilot
10. Stacking Advisors
11. Profitable Charitable Giving
But first...
WHO IS THIS COURSE NOT FOR?
- Lazy people are not welcome
- Unkind people are not welcome
- Skeptical people are welcome if you have some kind of open mind
- If you are looking for a get-rich scheme, this is not for you
- If you expect results without doing any work, this is not for you
- If you are looking to kick the tires and then scheming for a refund, then save yourself some time... this is not for you.
In fact, this is NOT for most people.
If you are kind and collaborative and you are willing to be open and do a little work... this will help you.
NOW... WHO IS THIS COURSE FOR?
- If you have built everything on your own
- If you just haven't had a chance to learn about money growing up
- If you really care about making a difference in the world
- If you have big goals about money and success
- If you are a kind person
- If you are committed to implementation (lazy people are not welcome)
- If you are open to new ideas
- If you are a business owner, entrepreneur, high-achiever or sales person... or you are very entrepreneurially minded
- You are sick and tired of watching random YouTube videos
- It does not matter how much money you have or that you make - you are going to need to learn this stuff anyway!
- You like simple, practical, and no-fluff kinda stuff
BTW, If you don't live in the United States then some of the tax code stuff may not apply to you directly. I will schedule and carve out that to a separate chunk of time in the live presentation so that the rest of the material still works for you.
Money is literally the same everywhere in the world, so regardless of where you live, most of this material should work for you.
Now, for all you skeptics out there... why am I qualified to teach a course like this?
(1) I did not come from money, I was not given a handout, nor did I win the lottery in anyway.
(2) I have bachelors degree in Computer Science and a MBA with Honors in Finance.
(3) I worked with Goldman Sachs and Credit Suisse across investment management roles, primarily managing money for entrepreneurs with liquid investable assets of over $10 million each.
And during this time as a banker I had all the financial services and advisory licenses and certifications such as Series 7, Series 66, and Series 3 licenses. Since I don't work with an investment bank or a broker/dealer anymore, I don't keep these licenses active.
(4) I am not a CPA or attorney so of course you should not listen to anything that I say for any reason whatsoever at anytime and you should consult with your advisors based on your financial and legal situation.
(5) I have taught personal finance to entrepreneurs in the real estate industry for 8+ years and yes, my stuff has been ripped off and put on YouTube by coaches and trainers in various industries. And, while it used to bother me before, now I am totally cool with it.
(6) I have had 5 exits (sale, recap, or buyout of companies) of various kinds in the last 19 years, some of them were management buyouts and private party sales which you can't google, and of course, the others you can google for yourself and research to your heart's content.
Even though one of my recent exits had over $3 Billion in sales with 4 years in a row on the Inc. 500 list. Please note that it's ridiculous to think that I bathe in $100 bills and have billion dollar net worth. I am not a billionaire (yet), so if that's a requirement for you on who you learn from, I do not qualify.
(7) I am currently invested in 13 portfolio companies in various capacities through my venture fund that I run with my partner for over a decade and mentor Peter Loewy. This model allows me to invest in companies as an Angel investor and Venture Capitalist so I can show you how that part of the investing world works as well.
(8) I currently serve as a mentor and private advisor to eight CEOs and Entrepreneurs... where the collective top line sales number of the entrepreneurs that I mentor are over $1 Billion+
(9) There are enough interviews on me on YouTube and you are welcome to check those out to see if you gel with my style!
👉 Now, if you have not been connected to my journey for a while, and this background doesn't seem interesting to you, I would suggest that you do not join me or buy this course because it probably is not the right fit for you.
Also, given the type of the course, offering, bonuses, and live interaction and the steep discounts offered this time, there are no refunds and all sales are final.